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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sajal? Claim Your ProfileSajal Shrestha is a financial advisor with MML Investors Services, LLC. Sajal has been in the financial services industry since February 2014. Sajal is registered in Missouri, Illinois, Georgia, California, New York, Virginia, Oregon, and Washington. Sajal holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE exam. Sajal is also a Certified Financial Planner. Prior to joining MML Investors Services, LLC, Sajal worked at MSI FINANCIAL SERVICES, INC. and COUNTRY CAPITAL MANAGEMENT COMPANY. Sajal provides financial planning and portfolio management services for individuals, businesses, and trusts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MO
03/25/2017 - Present
MML Investors Services, LLC (Chesterfield MO)
MO
07/09/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
02/04/2014 - 06/25/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (O'FALLON MO)
BOTH
Issued 10/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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